Our Philosophy

At Pines Financial Group, our goal is to enhance your financial future through mutual respect, knowledge, and trust. We adhere to three key tenets:

Personalized
Every single client is unique. We take an in-depth look at you, not only financially, but also as a person to assess your goals.

Principled
We don’t chase the latest ‘hot deal’. We help create both long and short term solutions to achieve your goals and needs through proven methods, careful research, and using technological resources.

Process
We follow a specific set of steps: Establish goals, gather data and opinions, study and analyze the information, design an approach, implement the program, and monitoring and reevaluating the plan on a regular basis. Please click the ‘Our Process’ tab for a more in depth description.

Partners of Pines Financial Group including Vincent Barreca are Registered Representatives of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.

Sam Culella, Anthony Culella and Marvin Kiel offer investment advisory services through Royal Alliance Associates, Inc. a registered investment advisor. Offering advisory services in the state of Missouri. As such, these services are strictly intended for individuals residing in Missouri.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Our Philosophy

Contact Info

Pines Financial Group